loan officer assistant

Mango's Capital LLC

Job Summary:We are looking for a motivated and driven Loan Officer Assistant to join our growing mortgage team. This is a great opportunity for someone who wants to break into the mortgage and real estate industry and build a long-term career.You will work directly with an active mortgage broker and gain hands-on experience in real estate transactions, loan processing, and client management. We provide mentorship, training, and a clear path to becoming a Loan Officer or Processor.If you are organized, a fast communicator, and eager to grow, this role can turn into a long-term career opportunity.Compensation:<ul><li>$15/hour (starting pay)</li><li>+ Closing bonuses per file</li><li>Growth and income potential based on performance</li></ul>Key Responsibilities:<ul><li>Follow up with clients via calls, texts, and emails</li><li>Collect and organize required loan documents</li><li>Update and manage CRM (Boldtrail)</li><li>Track loan files and help manage the pipeline (what&rsquo;s missing / what&rsquo;s next)</li><li>Coordinate with processors, title companies, and insurance agents</li><li>Assist with loan applications and file setup</li><li>Pull credit reports (training provided)</li><li>Provide light support with marketing and social media content</li></ul>What You&rsquo;ll Gain:<ul><li>Real-world experience in the mortgage and real estate industry</li><li>Direct mentorship from an active mortgage broker</li><li>Exposure to real deals, clients, and transactions</li><li>Opportunity to grow into a Loan Officer, Processor, or Operations role</li></ul>Qualifications &amp; Skills:<ul><li>Strong communication skills (must be responsive and proactive)</li><li>Highly organized and detail-oriented</li><li>Comfortable speaking on the phone with clients</li><li>Coachable and willing to learn</li><li>Strong work ethic and positive attitude</li><li>Desire to grow within the mortgage/real estate industry</li></ul>Preferred (Not Required):<ul><li>Experience in real estate, mortgage, or sales</li><li>CRM experience (Follow Up Boss or similar)</li><li>Social media/marketing skills (huge plus for lead generation)</li></ul>Ideal Candidate:We are looking for someone who is loyal, hungry to learn, and wants to grow long-term. This is not just a job &mdash; it&rsquo;s an opportunity to build a career in the mortgage and real estate space.Pay: From $15.00 per hourExpected hours: 28.0 &ndash; 32.0 per weekBenefits:<ul><li>Flexible schedule</li><li>Opportunities for advancement</li><li>Professional development assistance</li></ul>Application Question(s):<ul><li>How quickly do you typically respond to texts or emails during work hours?</li><li>On a scale of 1&ndash;10, how confident are you on the phone? Why?</li><li>Are you looking for a job or a long-term career in mortgage/real estate?</li><li>Do you have experience with social media (Instagram, TikTok, content creation)? If yes, explain.</li></ul>Language:<ul><li>any other languages (Preferred)</li></ul>Work Location: In person

Loan Officer Assistant (Entry Level – Training Provided)

NVR, Inc

<div><div>If you&rsquo;re a bright, energetic individual who is customer-focused and dedicated to the success of your team, we&rsquo;d love to talk to you!
As a Mortgage Loan Assistant at NVR, you will support our homebuying customers from Ryan Homes, NV Homes, and Heartland Homes. You will assist and support the various aspects of the loan process. Though you're prohibited from performing activities that require Federal or State Mortgage Licenses, you'll play a critical role in securing loans for our customers and will gain exposure to the mortgage banking business.
This position is based on-site at our NVR Mortgage Offices.
Primary Responsibilities<ul><li>
Work in tandem with the branch staff to create and distribute relevant pipeline reports and assist in administrative duties associated with loan files.</li><li>
Assist in branch accounting by paying all invoices and completing any other related tasks.</li><li>
Support branch management by monitoring loan accuracy, compliance, and quality control throughout the process.</li><li>
Build foundational knowledge of the loan process including loan applications, credit reports, disclosures, transcripts, and loan program guidelines.</li></ul>
Qualifications<ul><li>
Ability to multi-task in an environment where priorities and needs change quickly.</li><li>
Strong problem-solving, communication, and organizational skills.</li><li>
Experience with Microsoft Applications.</li><li>
Good interpersonal skills and a proven ability to interact effectively with a team.</li><li>
Prior customer service or mortgage banking experience is a plus.</li></ul>
Life at NVR
As the parent company of Ryan Homes, NVHomes and Heartland Homes, NVR is a Top 5 US homebuilder and Fortune 500 company that has been helping families build their happily ever after since 1948. We are committed to your success and we will give you the tools, training, and industry knowledge you need to excel and thrive. All of our roles at NVR, whether you are in the field or in the office, allow you to make a major impact in the lives of those who are looking to achieve home ownership. Our management team is tenured and talented (nearly 80% of them promoted from within), so you will have mentors who share their knowledge, provide career guidance and encourage your success.
View more about our exceptional culture and comprehensive benefits at https://www.nvrcareers.com/.
We are an Equal Opportunity Employer. 
Drug Testing and Credit Check are required. 
Applicants must be legally entitled to work in the United States, as NVR does not provide visa sponsorship.</div></div>

Mortgage Loan Assistant

NexGen Home Loans Inc

NexGen Home Loans is seeking a highly organized, detail-oriented, and client-focused Client Operations Coordinator to support the day-to-day operations of a growing mortgage business. This role will primarily support mortgage operations with responsibilities similar to a Loan Officer Assistant or Loan Processor, while also assisting with light real estate transaction support and administrative coordination.The right person will help keep files organized, clients informed, deadlines on track, and transactions moving forward smoothly. This role is ideal for someone who is adaptable, coachable, meticulous, and tenacious &mdash; someone who genuinely cares about doing great work and putting the client first.What You&rsquo;ll Do<ul><li>Support the mortgage pipeline from application to closing</li><li>Collect, organize, and review borrower documentation</li><li>Communicate with clients regarding outstanding items and next steps</li><li>Track deadlines, conditions, and loan milestones</li><li>Maintain accurate loan files and CRM records</li><li>Follow up with clients, title companies, insurance agents, lenders, and referral partners</li><li>Assist with file submission, processing support, and post-closing tasks</li><li>Provide light transaction coordination support related to real estate files</li><li>Help manage workflow, systems, checklists, and administrative tasks</li></ul>What We&rsquo;re Looking For<ul><li>Mortgage, real estate, loan processing, transaction coordination, or administrative experience preferred</li><li>Strong attention to detail and organizational skills</li><li>Excellent communication and follow-up</li><li>Ability to manage multiple tasks and deadlines</li><li>Comfortable in a fast-paced, entrepreneurial environment</li><li>Coachable, adaptable, and solutions-oriented</li><li>Professional, dependable, and proactive</li><li>Proficiency with CRM systems, Google Workspace, Microsoft Office, and digital file management tools preferred</li></ul>Who You AreYou are someone who always keeps the client&rsquo;s best interest at heart. You take pride in the details, follow through, and do not let things slip through the cracks. You are moldable, willing to learn, and resourceful enough to help solve problems and get the job done.About NexGen Home LoansNexGen Home Loans is a client-first business built on trust, communication, service, and doing what is right for the client. We believe details matter, follow-through matters, and the client experience matters. We are looking for someone who shares those values and wants to grow with the business over time.Pay: From $18.00 per hourApplication Question(s):<ul><li>Do you have at least 1 year of experience in mortgage, real estate, transaction coordination, loan processing, or administrative operations support?</li><li>Are you comfortable managing multiple files, deadlines, and follow-up tasks at the same time?</li><li>Are you comfortable communicating with clients, title companies, insurance agents, and other transaction-related parties by phone, email, and text?</li><li>Are you available to work during standard business hours, Monday through Friday? </li></ul>Work Location: Hybrid remote in Oklahoma City, OK 73103

Client Operations Coordinator

Southern Bancorp

<div>
 CURRENT EMPLOYEES: Please apply via the internal career site by logging into your ADP Accountand apply under: Myself &gt; Talent &gt; Career Center.
 
 
 Who We Are: Southern Bancorp is a different kind of bank. As a Community Development Financial Institution (CDFI), a special certification designated for institutions that serve predominantly underserved communities, Southern Bancorp combines traditional banking and lending services with financial development tools and public policy advocacy to help families and communities grow stronger. Inspired by the principle that building net worth drives economic opportunity, our mission is to be wealth builders for everyone in the communities we serve, with a focus on low-wealth and underbanked populations, as well as an emphasis on Black and Brown individuals.
 
 
 Job Summary:Serves as administrative support to the loan officer. Performs various duties, including processing applications, preparing loan documents and general ledger tickets, and assisting with loan closings. Also prepares credit memos and assists the loan officer with past dues and exceptions.
 
 
 
 Responsibilities
 
 
 
 Prepares and customizes various documents/forms/letters associated with loans; turndown letters, financial statements, release letters and liens on loans, amendments on real estate loans, transfer of title forms, Letters of Credit, etc., ensuring that bank policies and procedures, as well as compliance issues, are met.
 
 
 Evaluates and proofs all setup sheets for accuracy and completeness prior to submission to Loan Processing.
 
 
 Schedules customer appointments and conducts loan closings. Prepares loan disbursement checks. Provides all completed loan documents to loan administration in a timely manner.
 
 
 Provides excellent customer service by answering customers' questions and concerns. Greets and directs all customers entering the area to their proper bank destination. Assists customers by notarizing documents.
 
 
 Answers any incoming phone calls to the department as needed.
 
 
 Provides walk-in loan customers with the appropriate application to suit their loan request.
 
 
 Reviews applications for completeness and accuracy.
 
 
 Pulls credit reports on all applications and renewals.
 
 
 Creates and balances all loan tickets from the setup sheet data.
 
 
 Proofreads new/renewed loan documentation and performs file maintenance for existing accounts.
 
 
 Reviews loan exception reports and loan-to-value reports. Provides needed documentation to clear exceptions and corresponds with customers on behalf of the Loan Officer.
 
 
 Assists the officer by reviewing past due and loans maturing lists. Sends letters to past due customers. Prepares setup documents for renewals and closes renewed loans.
 
 
 Orders appraisals, title work, etc., to complete loan documentation.
 
 
 Coordinates with title companies and the mortgage operations division to schedule closings and provide information.
 
 
 May prepare loan advances on draw loans and follow up on past due loans.
 
 
 Participates in a team effort to cross-sell other bank services and products.
 
 
 Maintains a high level of cooperation and rapport with all officers and other employees.
 
 
 
 Requirements
 
 
 
 Performs other related duties as required or assigned.
 
 
 High school education or equivalent.
 
 
 Minimum of three years of experience in banking or lending.
 
 
 Must have or receive NMLS clearance.
 
 
 
 Other Skills And Abilities
 
 
 
 Must be knowledgeable about the different types of loans and loan documents, including all commercial and agricultural loans.
 
 
 Ability to prioritize workload to meet deadlines and work independently.
 
 
 Requires great attention to detail, recall ability, and good organizat onal skills.
 
 
 Strong customer relations skills and the ability to communicate effectively.
 
 
 Ability to anticipate problems and use sound judgment and resourcefulness to resolve issues.
 
 
 Strong computer skills, including proficiency with MS Office.
 
 
 Physical/Sensory Requirements: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 
 
 What We Offer Our Employees
 
 
 
 A positive impact on Your Future:
 
 
 401(k)/Roth plan with immediate eligibility and employer match up to 6%
 
 
 Employee stock ownership plan
 
 
 Discounted rate on primary home mortgage
 
 
 Credit and housing counseling as well as free financial education tools available to customers and employees
 
 
 
 Benefits To Improve Your Health
 
 
 
 Two medical plans options - low-deductible PPO plan or HDHP with Health Savings Account
 
 
 Dental and vision insurance
 
 
 Employer paid life insurance, and short- and long-term disability coverage
 
 
 Retirement plan with generous company match and employee stock purchase option
 
 
 Voluntary life insurance options for employee, spouse, and children
 
 
 
 The Opportunity To Nurture Your Well-being
 
 
 
 Paid holidays and paid time off
 
 
 Bonus plan
 
 
 Opportunity for merit raises
 
 
 Employee reward and recognition programs
 
 
 Community service opportunities
 
 
 Southern Bancorp is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, sexual orientation, gender identity, gender expression, status as a protected veteran, among other things, or status as a qualified individual with disability. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 
 As a Community Development Financial Institution, Southern Bancorp desires its workforce to reflect the diversity of the customers and communities that we serve. Racial and ethnic minorities, people from working class backgrounds, women and LGBTQ people are often underrepresented in many financial service industry professions. Therefore, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
 
 
 Southern is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, sexual orientation, gender identity, gender expression, status as a protected veteran, among other things, or status as a qualified individual with disability.
 
 
 As a Community Development Financial Institution, Southern Bancorp desires for its workforce to reflect the diversity of the customers and communities that we serve. Racial and ethnic minorities, people from working class backgrounds, women and LGBTQ people are often underrepresented in many financial service industry professions. Therefore, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
 
 
</div>

Loan Administrative Assistant II - Hernando, MS

SharePoint Credit Union

<div>Mortgage Loan Processor 
 
At SharePoint Credit Union, we are dedicated to offering easy financial solutions to improve the financial wellness of the communities in which we serve. We are growing, and invite individuals who are energetic, friendly, and member service driven to join our team. 
 
Our Mortgage Loan Processors assist members with their loan applications; they process and make loan disbursements.
 
 
This position is in-office full time; 40 hours a week. General hours of operation are 8:30am-5:00pm. Some flexibility may be required to fit the needs of the business. 
 
Hourly rate: $24.00-$26.00/hour. 
 
Main Responsibilities and Duties:<ul><li>Reviewing residential loan application files to verify that application data is complete and meets SharePoint standards.</li><li>Ordering appraisal, title, and other documentation</li><li>Work with 3rd party vendors to ensure accuracy of data</li><li>Submits loans to underwriting and follows-up on any conditions</li><li>Keeping loan officer and borrowers updated on status of application</li><li>Prepares closing package in compliance with investor requirements and sends closing instructions to title company closer.</li><li>Recording data on status of loans, including number of new applications and loans approved, canceled, or denied.</li><li>Ships closed loan files to investor for purchase follows up on any post closing conditions</li><li>Performing other related duties as assigned.</li><li>Preparing and mailing approval and denial letters to applicants.</li></ul> 
Experience and Education:<ul><li>One-two years of similar or related experience.</li><li>A high school education or GED.</li><li>Experience with Calyx Point is a plus</li><li>Knowledge of mortgage lending guidelines/ regulations (Fannie Mae, Freddie Mac, FHA, VA) Experience with DNA Core System is a plus.</li><li>Employee must be bondable.</li></ul>
Other skills:<ul><li>Proficient in Microsoft Office applications</li><li>Ability to multi-task and work in a fast past work environment</li><li>Must have good communication skills.</li></ul> 
As a SharePoint employee, you will receive:
Affordable insurance options for Medical, Dental, Vision, and more!
Company-paid Life/AD&amp;D, and Short-Term/Long-Term Insurances
Generous PTO offerings
10+ Paid Holidays
401(k) and employer match upon eligibility. Participants are vested immediately.</div><div></div>

Mortgage Loan Processor (Bloomington)

New American Funding

<div>Overview:
<div>
Position: Pre- Approval Specialist (PAL Specialist)</div><div>
[This is the first position in our training program]</div><div></div><div> 
**Must have passed your NMLS Safe Exam prior to starting. We will reimburse up to $1000 to help with NMLS fees **</div><div>
We can provide you information regarding getting NMLS licensed</div><div></div><div> 
Location: Must be onsite in Broadview Heights, OH</div><div></div><div> 
Position Summary:</div><div>
The Pre- Approval Specialist (PAL Specialist) works with the Inside Loan Agent Division and assists licensed Purchase Loan Officers by communicating with customers regarding initial interest in obtaining a pre-approval or new home mortgage loan. By both gathering information from the customer and providing information to the Loan Officer as it relates the customer's specific needs for and interests in a mortgage loan, the PAL Specialist gains knowledge of and experience in the loan origination process. Successful PAL Specialists effectively communicate with the customers and Loan Officers through email, telephone, text/SMS, and provide a high level of customer service to all parties involved with the interaction in order to create an exceptional customer experience.</div>
Responsibilities:
<div>
1. Assist customers and licensed Purchase Loan Officers with gathering loan information and documentation to provide the customer with an underwritten pre-approval</div><div>
2. Engage in conversation and establish rapport with customers via email and telephone communication. 
3. Educate both customers and Purchase Loan Officers about next steps for a customer's pre-approval. 
4. Follow up with Purchase Loan Officers and customers regarding conditional items needed in addition to the loan application in order to complete the loan pre-approval process. 
5. Set realistic expectations for both Purchase Loan Officers and customers in order to maximize customer satisfaction. 
6. Input data into computer system as it relates to information gathered for the mortgage loan. 
7. Disposition customer files appropriately depending on the interest and ability of customers to proceed with the pre-approval process.</div><div>
8. Follow up and communicate with customers that were previously pre-approved (PAL Incubation) to determine if any further assistance is needed.</div><div>
9. Assist customers with completing the eConsent and eSign process.</div><div>
10. Assist customers with reviewing their credit report to determine if the customer can proceed with the loan qualification process with a licensed Loan Officer or be referred to a credit repair institution.</div>
Qualifications:
<div>
1. Previous or current call center or inside customer service or sales experience. 
2. Ability to demonstrate proficiency communicating with customers over the phone and via email. 
3. Knowledge of the mortgage loan refinance or home buying process. 
4. Proven experience bring outgoing, energetic, hardworking and willing to learn. 
5. Excellent customer service skills. 
6. Excellent written and verbal communication skills. 
7. Proficiency with Microsoft Office programs such as Word, Excel, and Outlook. 
8. Passionate about helping customers achieve financial goals.</div><div></div><div> 
Desired Education/Experience:</div><div>
1. 2 or more years of office or inside customer service / call center experience preferred. 
2. 1 or more years of experience working in the mortgage or real estate industry preferred. 
3. 2 or more years of customer service and/or sales experience preferred. 
4. High School Diploma or equivalent; some college preferred.</div><div>
5. Must have passed NMLS exam</div><div>
Other Duties:</div><div>
This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.</div><div>
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.</div><div>
[EOE/M/F/D/V. Drug-free workplace.]</div><div>
Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.</div><div>
#LI-AM2</div></div>

Entry Level Mortgage Loan Officer Training

River Bank and Trust

<div>RB&amp;T Mission Statement: 
As a trusted partner and friend, River Bank &amp; Trust helps our neighbors and the businesses in our communities to reach their financial goals. 


Position Summary: 
Under the supervision of the Loan Operations Manager, this position performs a variety of functions directly related to the loan operations of all loan types to include all Commercial, Consumer and Real Estate loans. 

<div>
Essential Duties and Responsibilities: 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: 
<ul><li>Process credit life insurance monthly</li><li>Manage SBA Loan Processing</li><li>Coordinate online loan application process for non-real estate loans</li><li>Set up internal and external loan transfers</li><li>Manage HELOC Special Inquiries and in-house loan referrals</li><li>Process Loan Grade Changes, Charge-off (Non-Add) and Non-Accrual loan requests</li><li>Process loan subpoena requests</li><li>Assist/Back up balancing Loan Control account daily, escrow support functions, credit bureau disputes, Loan Balance, Image EIP, SWAP-ARC loan processing, Participation loan management, Loan Review, and Loan Operations Inbox</li><li>Work closely with Management, Relationship Managers and Lending Assistants</li><li>Other duties and/or special projects as assigned by Management</li></ul></div> 

<div>
Minimum Qualifications: 
<ul><li>High School diploma or equivalent</li><li>1-2 years of Lending Assistant or Customer Service Representative experience preferred</li></ul></div> 

<div>
Skills, Abilities &amp; Expectations: 
<ul><li>Be familiar with and follow policy and procedures, and support Management&rsquo;s decisions and goals in a positive, professional manner.</li><li>Stay abreast of regulatory requirements and complete annual compliance training applicable to the position</li><li>Ability to apply general accounting knowledge processes (debits, credits, balancing)</li><li>Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect</li><li>Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work</li><li>Detail oriented and organized</li><li>Excellent interpersonal and communication skills</li><li>Integrity, discretion, and respect for confidential information are absolutely essential</li><li>Willingness to adapt to change</li><li>Work within a variety of different software and web applications</li><li>Able to prioritize duties and effectively manage time</li><li>Analytical and problem-solving skills</li><li>Attend work on a regular basis, on time, and withstand varying degrees of stress</li><li>Excellent interpersonal and communication skills</li><li>Maintaining a professional, business-like appearance and demeanor</li><li>Proficiency in Microsoft Office products to include: Excel, Word, and Outlook</li></ul>
 
Physical Demands: 
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.</div> 


Disclaimer: 
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.</div>

Loan Operations Specialist

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